VCX Institutional Ownership & Shareholders
FUNDRISE INNOVATION FUND LLC (VCX) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cloudalpha Capital Management Limited/Hong Kong is currently the largest disclosed institutional shareholder of VCX tracked by InsiderSet, reporting ownership valued at approximately $14.90M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.82M, representing an estimated loss of -74.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed VCX value among the investors covered in this analysis. Major shareholders include Cloudalpha Capital Management Limited/Hong Kong, Newtyn Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FUNDRISE INNOVATION FUND LLC (VCX).
This page ranks the largest institutional VCX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$27.00M
Largest Holder
Cloudalpha Capital Management Limited/Hong Kong
Largest Position
$14.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cloudalpha Capital Management Limited/Hong Kong | 1.47% | 172,355 | $14,896,643 | $3,824,557 | -$11,072,086 | -74.33% | |
| Newtyn Management, Llc | 0.43% | 40,000 | $3,457,200 | $887,600 | -$2,569,600 | -74.33% | |
| Lpl Financial Llc | 0.00% | 22,198 | $1,918,573 | $492,574 | -$1,425,999 | -74.33% | |
| New Harbor Financial Group, Llc | 0.14% | 30,142 | $892,806 | $668,851 | -$223,955 | -25.08% | |
| Ballast Rock Private Wealth Llc | 0.40% | 29,000 | $858,980 | $643,510 | -$215,470 | -25.08% | |
| Ubs Group Ag | 0.00% | 9,072 | $784,093 | $201,308 | -$582,785 | -74.33% | |
| Hrt Financial Lp | 0.00% | 6,697 | $578,000 | $148,606 | -$429,394 | -74.29% | |
| Jane Street Group, Llc | 0.00% | 5,900 | $509,937 | $130,921 | -$379,016 | -74.33% | |
| Creativeone Wealth, Llc | 0.01% | 4,867 | $420,655 | $107,999 | -$312,656 | -74.33% | |
| Sanctuary Advisors, Llc | 0.00% | 4,733 | $409,073 | $105,025 | -$304,048 | -74.33% | |
| Osaic Holdings, Inc. | 0.00% | 4,652 | $402,038 | $103,228 | -$298,810 | -74.32% | |
| Susquehanna International Group, Llp | 0.00% | 4,030 | $348,313 | $89,426 | -$258,887 | -74.33% | |
| Cetera Investment Advisers | 0.00% | 3,981 | $344,078 | $88,338 | -$255,740 | -74.33% | |
| Scotia Capital Inc. | 0.00% | 3,210 | $277,440 | $71,230 | -$206,210 | -74.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,478 | $214,170 | $54,987 | -$159,183 | -74.33% | |
| Pfs Partners, Llc | 0.06% | 5,345 | $158,319 | $118,606 | -$39,713 | -25.08% | |
| Ifg Advisory, Llc | 0.00% | 1,233 | $106,568 | $27,360 | -$79,208 | -74.33% | |
| Solstein Capital, Llc | 0.03% | 1,064 | $91,962 | $23,610 | -$68,352 | -74.33% | |
| Wpg Advisers, Llc | 0.03% | 1,671 | $49,495 | $37,079 | -$12,416 | -25.08% | |
| Css Llc/Il | 0.00% | 500 | $43,215 | $11,095 | -$32,120 | -74.33% | |
| Nfsg Corp | 0.00% | 1,340 | $39,691 | $29,735 | -$9,956 | -25.08% | |
| Lri Investments, Llc | 0.00% | 295 | $25,497 | $6,546 | -$18,951 | -74.33% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 806 | $23,874 | $17,885 | -$5,989 | -25.09% | |
| Ifp Advisors, Inc | 0.00% | 696 | $20,616 | $15,444 | -$5,172 | -25.09% | |
| Ancora Advisors Llc | 0.00% | 199 | $17,156 | $4,416 | -$12,740 | -74.26% | |
| Pnc Financial Services Group, Inc. | 0.00% | 150 | $12,965 | $3,329 | -$9,637 | -74.33% | |
| Farther Finance Advisors, Llc | 0.00% | 429 | $12,712 | $9,520 | -$3,192 | -25.11% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 135 | $11,668 | $2,996 | -$8,672 | -74.33% | |
| Salomon & Ludwin, Llc | 0.00% | 390 | $11,552 | $8,654 | -$2,898 | -25.09% | |
| Triumph Capital Management | 0.00% | 325 | $9,626 | $7,212 | -$2,414 | -25.08% | |
| Morgan Stanley | 0.00% | 107 | $9,248 | $2,374 | -$6,874 | -74.33% | |
| Crewe Advisors Llc | 0.00% | 100 | $8,643 | $2,219 | -$6,424 | -74.33% | |
| Mark Sheptoff Financial Planning, Llc | 0.00% | 75 | $6,482 | $1,664 | -$4,818 | -74.33% | |
| Harbour Investments, Inc. | 0.00% | 69 | $5,964 | $1,531 | -$4,433 | -74.33% | |
| Winthrop Capital Management, Llc | 0.00% | 59 | $5,000 | $1,309 | -$3,691 | -73.82% | |
| Parallel Advisors, Llc | 0.00% | 49 | $4,296 | $1,087 | -$3,209 | -74.69% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 117 | $3,466 | $2,596 | -$870 | -25.09% | |
| Seneschal Advisors, Llc | 0.00% | 40 | $3,458 | $888 | -$2,570 | -74.33% | |
| Atlantic Union Bankshares Corp | 0.00% | 36 | $3,112 | $799 | -$2,313 | -74.33% | |
| National Bank Of Canada | 0.00% | 35 | $3,010 | $777 | -$2,233 | -74.20% | |
| Newedge Advisors, Llc | 0.00% | 23 | $1,987 | $510 | -$1,477 | -74.31% | |
| Larson Financial Group Llc | 0.00% | 10 | $864 | $222 | -$642 | -74.32% | |
| Cwm, Llc | 0.00% | 2 | $262 | $44 | -$218 | -83.06% | |
| Sunbelt Securities, Inc. | 0.00% | 2 | $262 | $44 | -$218 | -83.06% | |
| Golden State Wealth Management, Llc | 0.00% | 3 | $259 | $67 | -$192 | -74.30% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 2,701 | $233 | $59,935 | +$59,702 | +25623.26% | |
| Beaird Harris Wealth Management, Llc | 0.00% | 1 | $87 | $22 | -$65 | -74.49% | |
| Lodestone Wealth Management Llc | 0.00% | 1 | $21 | $22 | +$1 | +5.67% |
Frequently asked questions about VCX
Who are the largest institutional holders of VCX?
The largest institutional holders of VCX reported in the latest SEC Form 13F filings include Cloudalpha Capital Management Limited/Hong Kong, Newtyn Management, Llc, Lpl Financial Llc, New Harbor Financial Group, Llc, and Ballast Rock Private Wealth Llc. InsiderSet ranks institutional holders by their latest reported VCX position.
What is VCX institutional ownership?
This page tracks VCX positions reported by institutional investment managers through SEC Form 13F. FUNDRISE INNOVATION FUND LLC (VCX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VCX?
InsiderSet currently tracks 48 institutional managers reporting VCX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VCX shareholders.
How much VCX stock do institutions own?
Institutional investment managers disclosed approximately $27.00M in VCX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VCX institutional ownership last updated?
The latest VCX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VCX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VCX position after the reporting date.
Are institutions buying or selling VCX?
Institutional buying and selling can be analyzed by comparing VCX positions across consecutive 13F reporting periods. InsiderSet's VCX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VCX ownership changes.
How has VCX institutional ownership changed over time?
InsiderSet tracks VCX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.